StockDriftsStockDriftsTop 50 Anchor Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 3.14% | 101.8K | $37.7M | -2.08%(-2.17K) | $199.83(+102.77%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.75% | 129.9K | $33.0M | -0.56%(-727) | $106.53(+180.56%) | 2026-03-31 | |
| V | VISA INC COM CL A | 2.71% | 107.5K | $32.5M | -0.20%(-211) | $193.60(+65.45%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 2.55% | 1.19M | $30.6M | +1.77%(+20.78K) | $15.21(+91.81%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.14% | 89.4K | $25.7M | -18.06%(-19.72K) | $89.68(+344.97%) | 2026-03-31 | |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 2.08% | 13.2K | $24.9M | +0.04%(+5) | $1022.59(+86.73%) | 2026-03-31 | |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 2.01% | 1.23M | $24.1M | +1.22%(+14.81K) | $19.44(+1.19%) | 2026-03-31 | |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 1.96% | 1.15M | $23.6M | +6.07%(+65.95K) | $20.30(+0.71%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 1.79% | 87.6K | $21.4M | -1.20%(-1.06K) | $150.01(+53.61%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.78% | 74.2K | $21.3M | +0.70%(+513) | $110.45(+264.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.37% | +49.61% |
| Top 20 Holdings Unweighted | +14.61% | +50.55% |
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